GCIM

Gunn & Company Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 28.52%
This Quarter Est. Return
1 Year Est. Return
+28.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.43M

Top Sells

1
+$92.3M
2
+$85.1M
3
+$70.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$70.5M
5
HD icon
Home Depot
HD
+$69.7M

Sector Composition

1 Technology 16.5%
2 Financials 15.59%
3 Consumer Staples 13.05%
4 Consumer Discretionary 10.9%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-19,858
127
– –
-8,280
128
– –
-4,593
129
– –
-27,762
130
– –
-1,101
131
– –
-13,900
132
– –
-20,529
133
– –
-1,781
134
– –
-2,753
2 3 4 5
6